Institutional Ownership White Mountains Insurance Group LTD (WTM)
This table provides information about the institutional ownership of White Mountains Insurance Group LTD (WTM). We have compiled data on the 362 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
9
shares
|
$16,152
0.0% of portfolio
|
Q1 2024
Added 350.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
8
shares
|
$14,357
0.0% of portfolio
|
Q3 2023
Added 33.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8
shares
|
$14,357
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$14,357
0.0% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8
shares
|
$14,357
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7
shares
|
$12,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
7
shares
|
$12,562
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
7
shares
|
$12,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7
shares
|
$12,562
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$10,768
0.01% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
6
shares
|
$10,768
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
6
shares
|
$10,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5
shares
|
$8,973
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5
shares
|
$8,973
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5
shares
|
$8,973
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
4
shares
|
$7,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
4
shares
|
$7,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$7,178
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$5,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3
shares
|
$5,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3
shares
|
$5,384
0.0% of portfolio
|
Q2 2025
Reduced 89.66%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
2
shares
|
$3,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
2
shares
|
$3,589
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2
shares
|
$3,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$1,794
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|